Gupta: Maintained U.S. Overweight, Neutral on Other DM

The video discusses the impact of interest rate hikes on equity markets, emphasizing the rapid market reactions to economic changes. It highlights the importance of pro-equity cyclical exposure, focusing on sectors with strong margins like technology. The discussion also covers the role of gold as an inflation hedge and the current neutral stance on various asset classes.

Why is there a focus on cyclical sectors in the equity market?

What is the stance on gold as an investment in the current economic climate?